How this works...

By using Folio Institutional we let our clients hold their own account. The cute guy on YouTube and his team only have access to manage the account and that's it!

• Only you have access to your dough.
• jazzWealth only has access to invest.

We call it "instant trust."

Full transparency...always.

Some of what you pay jazzWealth goes to Folio Institutional which is always clearly listed on your statements.

Our promise to you:​
• You never find any additional or hidden fees.
• You always have access to your dough.
• You may cancel at anytime.
• Our Fiduciary responsibility will never change.
Total account size:
$1 - $25,000 ............... 1.5%
$25,001 - $50,000 ............... 1.25%
$50,001 - $100,000 ............... 1.00%
$100,001 - $250,000 ............... 0.75%
​$250,000+ ............... 0.50%
 
Investment advisory services are offered through Steward Partners Investment Advisory, LLC (“SPIA”), an SEC-registered investment adviser. SPIA and Steward Partners Global Advisory, LLC are affiliates and collectively referred to as Steward Partners.​

Regulatory Information & Disclosures
Important Disclosures

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